u/Relevant-Animator134

Anyone else concerned AI will take their job next busy season? I’m a remote 1040 tax preparer and am concerned.

I decided to stay on for extensions the past two weeks and man do I regret it. Seemed like over half the extension returns expected a refund and were very upset they ran into a SALT limitation or mortgage interest limitation due to high income. I think I left a bad impression on my firm after doing well during the regular season due to lower efficiency as the returns were caught up for one reason or another.

does it bug anyone else giving the bad news about tax due? I had more clients saying they’ll go back to work due to the tax due from mutual fund rebalancing, taking $200,000 out of retirement accounts and only withholding 10% etc. just feeling awful